SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,642,371 | -8.2% | 62,638 | -6.3% | 0.00% | -20.0% |
| Q2 2023 | $1,788,856 | +125170.0% | 66,823 | +21.9% | 0.01% | +25.0% |
| Q1 2023 | $1,428 | +1.0% | 54,811 | -4.0% | 0.00% | -20.0% |
| Q4 2022 | $1,414 | -99.9% | 57,066 | -2.0% | 0.01% | 0.0% |
| Q3 2022 | $1,365,000 | -5.9% | 58,249 | +4.1% | 0.01% | -16.7% |
| Q2 2022 | $1,451,000 | -38.2% | 55,976 | -30.9% | 0.01% | -33.3% |
| Q1 2022 | $2,346,000 | +24.3% | 81,046 | +33.0% | 0.01% | +12.5% |
| Q4 2021 | $1,888,000 | +1.9% | 60,918 | +6.0% | 0.01% | -20.0% |
| Q3 2021 | $1,852,000 | +67.5% | 57,467 | +67.6% | 0.01% | +42.9% |
| Q2 2021 | $1,106,000 | +10.5% | 34,284 | +5.3% | 0.01% | 0.0% |
| Q1 2021 | $1,001,000 | +150.9% | 32,546 | +130.7% | 0.01% | +133.3% |
| Q4 2020 | $399,000 | +17.7% | 14,107 | -2.7% | 0.00% | 0.0% |
| Q2 2020 | $339,000 | – | 14,496 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 567,704 | $14,788,677 | 8.11% |
| Unison Advisors LLC | 2,795,486 | $72,822,400 | 8.09% |
| Charles Schwab Investment Advisory, Inc. | 116,393,564 | $3,032,052,338 | 4.83% |
| RHS Financial, LLC | 221,709 | $5,775,516 | 4.39% |
| Kelman-Lazarov, Inc. | 498,394 | $12,983,164 | 3.37% |
| Prairiewood Capital, LLC | 188,465 | $4,909,524 | 3.33% |
| Seven Springs Wealth Group, LLC | 251,774 | $6,558,700 | 3.24% |
| Waterford Advisors, LLC | 221,152 | $5,761 | 3.12% |
| FOSTER & MOTLEY INC | 1,385,533 | $36,093 | 2.94% |
| Sebold Capital Management, Inc. | 141,025 | $3,673,711 | 2.90% |